About IRONWOOD CAPITAL MANAGEMENT, LLC
IRONWOOD CAPITAL MANAGEMENT, LLC is a reputable financial advisory firm that has been providing top-notch financial services to clients for many years. Led by a team of highly experienced financial experts, the firm helps clients achieve their financial goals and secure their financial future. With a professional and client-focused approach, IRONWOOD CAPITAL MANAGEMENT, LLC has earned a strong reputation as a trusted financial partner for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
IRONWOOD CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients manage their wealth effectively. The firm prides itself on its customized and personalized approach, ensuring that each client receives tailored financial solutions that cater to their unique needs and goals. Some key takeaways of the firm’s services include:
- Proactive investment management to maximize returns
- Risk management strategies to protect clients’ assets
- Retirement planning to secure clients’ financial future
- Estate planning and wealth transfer solutions
- Comprehensive financial planning to address all aspects of clients’ financial needs
Facts and Insights
IRONWOOD CAPITAL MANAGEMENT, LLC has a team of 10 advisors, with combined assets under management of over $500 million. With an average of 20 years of experience in the financial industry, the advisors at the firm have a deep understanding of the market and trends, providing valuable insights to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
IRONWOOD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Wealth transfer strategies
- Tax planning
- Risk management
Client Types
IRONWOOD CAPITAL MANAGEMENT, LLC serves a diverse client base, including individuals, families, and businesses. The firm’s services are tailored to meet the unique financial needs of each client, regardless of their stage of life or financial goals.
Fees & Compensation
The firm’s fees and compensation structure are transparent and fair, ensuring that clients receive quality services at a reasonable cost. IRONWOOD CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as an advisory fee, with rates varying based on the level of assets managed.
Background
IRONWOOD CAPITAL MANAGEMENT, LLC was founded in 1999 and has since grown into a well-respected financial advisory firm. Based in New York City, the firm is registered with the Securities and Exchange Commission (SEC) and complies with all regulatory requirements.
Financial Advisor Disclosures to Know
As a trusted financial advisor, IRONWOOD CAPITAL MANAGEMENT, LLC is dedicated to maintaining a high level of transparency with its clients. Prospective clients should be aware of the following disclosures:
- The firm does not have any disciplinary actions or regulatory sanctions against it.
- The firm does not have any material legal or compliance events in the past 10 years.
- The firm does not have any conflicts of interest that may impact its ability to provide unbiased advice to clients.